AMD's shares surged 77% since early April driven by optimism around its server CPUs. However, HSBC analyst Frank Lee cautions that AMD may struggle to capitalize further on this trend due to its lack of chip manufacturing capabilities. Investors anticipating an earnings surprise in the upcoming Q1 report might be disappointed. The report will be released on Tuesday, led by CEO Lisa Su.
Nvidia's Kyber rack-scale architecture, designed to house its 2027 Rubin Ultra chips, has been delayed to 2028 due to difficulties in manufacturing a key circuit board. This delay disrupts Nvidia's aggressive product release schedule and may allow co...
The Semiconductor Index surged 88% in the second quarter of 2026, driven by major gains from companies like Micron, Intel, and AMD. This remarkable growth reflects the intense global competition in AI technology, which has caught the attention of pol...
Intel's stock price surged 435% from $22.49 in July 2025 to $120.35 in July 2026, driven by efforts to revive its core business, the AI industry boom, and a significant $8.9 billion investment from the US government in 2025. This turnaround followed ...
On July 2, major AI semiconductor stocks Nvidia, AMD, and Intel lost a combined $137 billion in market value after reports surfaced that Meta Platforms plans to rent out its excess AI capacity. This move raised concerns about oversupply in AI hardwar...
Seeking Alpha Quant's Top 10 Stocks for 2026 have outperformed the market with a nearly 70% gain compared to the S&P 500's 8.3%. Four stocks, including Micron and AMD, delivered triple-digit returns since January 2026, with increases of 267% and 156%...
